Monday 16 November, 2020

Sloe gin anybody?

Seen on a walk today. Some people make gin with these.


Quote of the Day

“Cummings is not an evil genius, he is ultimately a tragic figure. He embodies everything wrong with the Westminster political elite. He is an oddball, entirely self obsessed and egoistical, thinking he is smarter than everybody else while knowing next to nothing beyond a superficial waffle. He bluffed his way to the most powerful unelected position in Britain. In the process he duped us all, damaged the perception of the U.K. on the world stage, and nearly derailed the premiership of the most popular Tory PM since Churchill. One day he himself will admit it — it was all BS.”

  • An unnamed Downing Street adviser speaking to Politico on Day One A.D. (after Dom)

That bit about “the most popular Tory PM since Churchill” is baloney IMHO.


Musical alternative to the morning’s radio news

Haydn Cello Concerto in C (3rd movement)

Link


Long read of the Day

More than tools: who is responsible for the social dilemma?

Perceptive essay by Niall Docherty on the documentary film about the impact of social media.


Biden’s transition team is packed with folks from the tech industry

This from Protocol doesn’t necessarily bode well for anyone hoping that a Biden election might mean doing something about the tech giants.

Here’s the list of people from big-name tech companies:

* Tom Sullivan, Amazon's international policy team (State Department)
* Mark Schwartz, Amazon Web Services' enterprise strategist (Office of Management and Budget)
* Divya Kumaraiah, Airbnb's strategy and program lead for cities (Office of Management and Budget)
* Brandon Belford, Lyft's senior director and its public policy team's chief of staff (Office of Management and Budget)
* Nicole Isaac, LinkedIn's senior director of North America policy (Treasury Department)
* Will Fields, Sidewalk Labs' senior development associate (Treasury Department)
* Clare Gallagher, Airbnb's partnerships & events manager (National Security Council)
* Matt Olsen, Uber's trust and security officer (Intelligence Community)
* Arthur Plews, Stripe's strategy and operations lead (Small Business Administration)
* Ted Dean, Dropbox's public policy lead (U.S. Trade Representative)
* Ann Dunkin, Dell's chief technology officer (Environmental Protection Agency)
* Phillip Carter, Tableau Software's senior corporate counsel (Department of Veterans Affairs)
* Nairi Tashjian Hourdajian, VP of comms at Figma (Department of Transportation)
* Nicole Wong, former Google and Twitter, former Obama Deputy Chief Technology Officer (Office of Science and Technology Policy)

There is one consolation — there’s nobody from Facebook. But overall it looks suspiciously as though ye olde revolving door — the process of regulatory capture — is spinning vigorously. I hope I’m wrong.


Other, hopefully interesting, links

  • How to Shop for a Mechanical Keyboard. Sounds daft, but actually very informative. Keyboards really matter if you have to use a computer all the time. Link.
  • Can the bike boom keep going? From Bloomberg. Link.
  • How I knew that the internal combustion engine was dead. Ford have released an all-electric Transit van. White Van Man will never be the same again. Link

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Sunday 15 November, 2020

Metropolitan life


Quote of the Day

”A trip through a sewer in a glass-bottomed boat.”

  • Wilson Mezner, describing his time in Hollywood.

Musical alternative to the radio news of the Day

Mark Knopfler | Going Home | Royal Albert Hall | 2019

Link


When it comes to Amazon, breaking up is hard to do

This morning’s Observer column

The European commission has opened an antitrust investigation of Amazon, on the grounds that the company has breached EU antitrust rules against distorting competition in online retail markets. Amazon, says the commission, has been using its privileged access to non-public data of independent sellers who sell on its marketplace to benefit the parts of its own retail business that directly compete with those third-party sellers. The commission has also opened a second investigation into the possible preferential treatment of Amazon’s own retail offers compared with those of marketplace sellers that use Amazon’s logistics and delivery services.

The good news about this is not so much that the EU is taking action as that it is doing so in an intelligently targeted manner. Too much of the discourse about tech companies in the last two years has been about “breaking them up”. But “break ’em up” is a slogan, not a policy, and it has a kind of Trumpian ring to it. The commission is avoiding that.

It is also avoiding another trap – that of generally labelling Amazon as a “monopoly”…

Read on


Long Read of the Day

Welcome to Apple: A one-party state

The tech giants have as much money and influence as nations. So what if we reported on them like countries? What would Apple be? A liberal China…

Read on


The generational impact of Moore’s law

Lovely post by Venkatesh Rao about the mindset induced by living in a world governed by Moore’s Law.

Moore’s Law was first proposed in 1965, then again in revised form in 1975. Assuming an 18-month average doubling period for transistor density (it was ~1 year early on, and lately has been ~3y) there have been about 40 doublings since the first IC in 1959. If you ever go to Intel headquarters in San Jose, you can visit the public museum there that showcases this evolution.

The future of Moore’s law seems uncertain, but it looks like we’ll at least get to 1-3 nanometer chips in the next decade (we were at 130nm at the beginning of the century, and the first new computer I bought had a 250nm Celeron processor). Beyond 1-3nm, perhaps we’ll get to different physics with different scaling properties, or quantum computing. Whatever happens, I think we can safely say Gen X (1965-80) will have had lives nearly exactly coincident with Moore’s Law (we’ll probably die off between 2045-85).

While there have been other technologies in history with spectacular price/performance curves (interchangeable parts technology for example), there is something special about Moore’s Law, since it applies to a universal computing substrate that competes with human brains.

GenXers are Moore’s Law people. We came of age during its heyday…

Original and interesting, like almost everything Rao writes. Worth reading in full.


Other, hopefully interesting, links

  • Diane Coyle’s Longlist for the economics book of 2020. Link. Damn: I’ve only read one of them.And she’s missed out Zachary Carter’s fine biography of Keynes (and Keynesianism).

  • iFixit’s iPhone 12 mini teardown looks at how Apple fit so much into such a tiny device. iFixit does wonderful analyses of intricate devices. This ‘teardown’ of the new mini version of the iPhone 12 is a gem. Link

  • Hermione Lee on what it’s like writing a biography of a living subject. Link In her case it’s the playwright Tom Stoppard. The book is out — and on my list. My friend Gerard is enjoying it. And I loved her biography of Virginia Woolf.


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Saturday 14 November, 2020

Acrobatics in Venice


Quote

“Only in the most unusual cases is it useful to determine whether a book is good or bad. It is usually both”

  • Robert Musil

Musical alternative to the morning’s radio news

The blackbird (hornpipe) ; The chorus (reel) | Padraig McGovern & Peter Carberry

Link


Long read of the Day

Alison Gopnik: the Grandmother Hypothesis

This is an utterly fascinating essay by one of the most insightful thinkers about children and human development I’ve encountered. Here’s how it begins:

Human beings need special care while we are young and when we become old. The 2020 pandemic has made this vivid: millions of people across the world have taken care of children at home, and millions more have tried to care for grandparents, even when they couldn’t be physically close to them. COVID-19 has reminded us how much we need to take care of the young and the old. But it’s also reminded us how much we care for and about them, and how important the relations between the generations are. I have missed restaurants and theatres and haircuts, but I would easily give them all up to be able to hug my grandchildren without fear. And there is something remarkably moving about the way that young people transformed their lives to protect older ones.

But this raises a puzzling scientific paradox. We know that biological creatures are shaped by the forces of evolution, which selects organisms based on their fitness – that is, their ability to survive and reproduce in a particular environment. So why has it allowed us to be so vulnerable and helpless for long stretches of our lives? Why do the strong, able humans in their prime of life put so much time and energy into caring for those who are not yet, or no longer, so productive? New research argues that those vulnerabilities are intimately related to some of our greatest human strengths – our capacities for learning, cooperation and culture…


The Economist on Covid vaccines: “The technology of hope”

This is the best and most informative piece I’ve read on the reality, problems and potential of Covid vaccines.

DELIVERANCE, WHEN it arrives, will come in a small glass vial. First there will be a cool sensation on the upper arm as an alcohol wipe is rubbed across the skin. Then there will be a sharp prick from a needle. Twenty-one days later, the same again. As the nurse drops the used syringe into the bin with a clatter, it will be hard not to wonder how something so small can solve a problem so large.

On November 9th Pfizer and BioNTech, two firms working as partners on a vaccine against covid-19, announced something extraordinary about the first 94 people on their trial to develop symptoms of the disease. At least 86 of them—more than nine out of ten—had been given the placebo, not the vaccine. A bare handful of those vaccinated fell ill. The vaccine appeared to be more than 90% effective.

Within a few weeks the firms could have the data needed to apply for emergency authorisation to put the vaccine to use. The British and American governments have said that vaccinations could start in December. The countries of the EU have also been told it will be distributed quickly…

Yes, but that’s just the start of it. Worth reading in full.


Scott Galloway on Corona Corps

Scott Galloway is one of my favourite commentators on the tech industry. But he’s also good on politics — as well as being very perceptive (and critical) on how universities in the US are swindling students during the pandemic. He has an intriguing blog post this week in which he advances an idea of how to marshal the students who are currently being cheated out of an education while also doing what needs to be done to bring the pandemic. It’s an idea borrowed from the Peace Corps of the 1960s.

The equation for flattening the curve is simple: Testing x Tracing x Isolation = Flattening. On the whole, unless you are a Floridian, Americans have answered the call to take up arms (distancing) against the enemy. Testing is still a sh*tshow, but private-sector leaders (Bezos, Bloomberg) are trying to fill the void of federal incompetence. The missing link may be tracing. We currently have approximately 2,500 tracers who focus mostly on STDs and food-borne illnesses. The amount of time, hours really, between someone coming into contact with the virus and being isolated is paramount. We need 100,000 to 300,000 tracers.

As he puts it, “An Army Stands Ready”. Kids shouldn’t be going to college until the virus has been brought under control. They should all have a gap year — but one spent doing something that is socially useful: working on testing and tracing in the Corona Corps. Just like the Peace Corps back in the day.

This fall, 4 million kids are supposed to show up on campuses around the nation. I have 280 kids registered for my fall Brand Strategy class. I don’t believe it’s going to happen. The thought of 280 kids sitting elbow to elbow in a classroom presents our trustees with a challenging scenario.

Gap years should be the norm, not the exception. An increasingly ugly secret of campus life is that a mix of helicopter parenting and social media has rendered many 18-year-olds unfit for college. Parents drop them off at school, where university administrators have become mental health counselors. The structure of the Corona Corps would give kids (and let’s be honest, they are still kids) a chance to marinate and mature. The data supports this. 90% of kids who defer and take a gap year return to college and are more likely to graduate, with better grades. The Corps should be an option for non-college-bound youth as well.


Other, hopefully interesting, links

  • Joe Biden went out cycling today. A man after my own heart. Link

  • New device puts music in your head — no headphones required. Yeah, I know, I’m a gadget freak, but this is interesting. Link. There’s a video aimed at sceptics (I think).

  • China congratulates Joe Biden on being elected President. Interesting: they must know something the Republicans don’t. Link.


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Friday 13 November, 2020

Sitting drakes

By the river Cam


Quote of the Day

“Yes, yes, Mr Burne-Jones, but what does one do with the Grail once one has found it?”

  • Benjamin Jowett, inspecting the artist’s newly completed Arthurian murals in the Oxford Union.

Musical alternative to the morning’s radio news

Bob Dylan – Forever Young (Slow Version) Link


Cummings and goings

Vote Leave genius departing, with cardboard box.

And here’s how the Financial Times reported it:

Sometimes, a week really is a short time in politics.


Democracy dies in complacency

One of the things I remember about 2016 was the misplaced complacency of so many liberals about the absurdity of (a) the prospect of a Trump presidency and (b) the fact that he would pose any serious danger to the republic even if he were elected. I’m having the same feelings about the complacency surrounding the apparent absurdity of Trump’s railings against the rigged and fraudulent election that is supposedly denying him a second term.

On the one hand…

Can Trump Still Win? No. He’s Already Lost. – The New York Times 

The establishment view is that Biden’s succession is secure. All that remains is some tidying up, certification of votes by states, etc. And the then the Electoral College meets and Biden’s election is formally confirmed.

On the other hand…

Why is the Republican establishment apparently supporting Trump’s nonsense and funding legal challenges to the electoral results in several states?

Trump’s big election lie pushes America toward autocracy – The Boston Globe

and

Republicans aren’t conceding – and Democrats are bringing a knife to a gun fight – David Sirota – The Guardian

It seems unlikely that there’s something really sinister going on — if there were it would surely have been picked up. Or is there some stunt that’s being planned to delay the final results of the counts to the point where the decision on a state’s delegates to the electoral college is left to Republican governors of those states?


Long read of the Day

Kurt Vonnegut: the Paris Review interview

Unforgettable interview. He was a prisoner of war in Dresden the night the city was firebombed — which was the origin of his Slaughterhouse Five.


Vaccine hysteria: the stock market is crazy — as usual

A quote I picked up from a newsletter today — and I can’t remember which!

For the first time in forever, investors snapped up beaten down “value” stocks including airlines like American along with travel and leisure companies. The Covid-induced collapse in travel and non-homebound entertainment crushed these stocks the last nine months.

At the same time, investors dumped high-flying tech companies like Netflix, Zoom and Amazon on the theory that we will all soon evacuate our work-from-home caves and trudge to our offices, see movies in theatres and shop in real life stores.

Wait, really? Hang on. This all seems pretty nuts.

It is.


Other, hopefully, interesting links

  • Why We Sigh. Link.
  • One in five Covid-19 patients are diagnosed with a mental illness within three months. Which is why being blasé about younger people catching it is foolish. Link.
  • Matt Drudge abandons Trump.. Seems there’s no honour among sleazebags. Link

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Thursday 12 November, 2020

Brancaster, Norfolk. Where I’d love to be if we weren’t locked down.


Quote of the Day

”We must respect the other fellow’s religion, but only in the sense and to the extent that we respect his theory that his wife is beautiful and his children smart.”

  • H.L. Mencken

Musical alternative to the morning’s radio news

Joseph Haydn – String Trio, Op.53, No.3 in D Major

Link


Death and Venice

Colm Toibín is in Venice, on his own. He’s written an enchanting diary column for the London Review of Books which I fear may be behind its paywall. In case it is, these last two paragraphs will give you a feel for it:

One of the subjects to muse on as old age begins is how unfair life is. Venice is a good place for such thoughts. One day I walked down to Riva dei Sette Martiri which is where I stayed first in the city. I had a coffee and looked out over the misty water. I came to this very spot first in 1977, which is 43 years ago. If I have the chance to come and sit here in 43 years’ time, I will be 108. I realise that this is a most banal and useless subject for contemplation. But what else is there to think about?

There was quietness to ponder; maybe that was enough. When I stood outside the Accademia, the only sound came from a stray boat on one of the lesser canals and a vaporetto on the Grand Canal, a dutiful, useful ghost, taking the small population of Venice from one place to another while the hordes that normally come to the city remained crouched in their homes, fearful, socially distant. Once they come back, we can all start complaining again. Until they do, we will wear our masks and whisper about small mercies and think about light and shade.


Long read of the Day

 Can lab-grown brains become conscious?

From Nature

In Alysson Muotri’s laboratory, hundreds of miniature human brains, the size of sesame seeds, float in Petri dishes, sparking with electrical activity.

These tiny structures, known as brain organoids, are grown from human stem cells and have become a familiar fixture in many labs that study the properties of the brain. Muotri, a neuroscientist at the University of California, San Diego (UCSD), has found some unusual ways to deploy his. He has connected organoids to walking robots, modified their genomes with Neanderthal genes, launched them into orbit aboard the International Space Station, and used them as models to develop more human-like artificial-intelligence systems. Like many scientists, Muotri has temporarily pivoted to studying COVID-19, using brain organoids to test how drugs perform against the SARS-CoV-2 coronavirus.

But one experiment has drawn more scrutiny than the others. In August 2019, Muotri’s group published a paper in Cell Stem Cell reporting the creation of human brain organoids that produced coordinated waves of activity, resembling those seen in premature babies1. The waves continued for months before the team shut the experiment down.

This is an angle on consciousness I never expected.


Why the current lockdown is different

From Jonty’s blog:

I was walking the hound this morning which involves crossing a major road near me, which used to have numerous shops on it. You can tell by the facades that even though they are now flats they all used to be shops, now there is only one newsagent left. It made me think about the latest rebound in UK GDP figures, and whether it will last? The latest lockdown strongly suggests it won’t, the economy is bound to take another hit and for one sector in particular this lockdown will be much worse.

Many years ago I persuaded the manager of a huge department store on Oxford Street to talk about the run up to Xmas. One thing really surprised me; the store made well over 50% of its profits in November and December, it may have been as high as 75%, it was a long time ago. The January sales also brought in quite a bit of money but as the manager told me, that meant the shop was making a loss for 9 months of the year.

Which is why the retail sector is so anxious about this new lockdown. Although the last one was tough, at least it didn’t cover the most and possibly only profitable time of the year, like this one does.


What is wrong with people in the US?

This from Tyler Cowen today:

He comments:

And rising, 1500 per day seems baked in, 2000 per day might also be within reach. I just don’t get you people who say this isn’t a big deal.

Nor do I. It’s strange how this kind of carnage looks like being ‘normalised’.


Other, hopefully interesting, links

  • AlphaGo: the full documentary. No matter what you think about AI this film (about how a machine beat the World Champion at Go) is wonderful. And it’s on YouTube. 90 minutes. Pour a drink and sit back. And look out for Eric Schmidt’s cameo appearance. Link.
  • Ruby Bridges Tells Her Story. In 1960, at the age of six, Ruby Bridges was the first black pupil at the newly desegregated William Frantz Elementary School in New Orleans. She was escorted to her first day of school by federal marshals, a journey that was immortalized by Normal Rockwell in a 1964 painting called ‘The Problem We All Live With’. Ruby is now 66 and has published a new book. Jason Kottke has a lovely post about it which includes the Rockwell painting.

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Wednesday 11 November, 2020

Geometry in stone

The Gibbs Building, King’s College, Cambridge.


Quote of the Day

”Saints should always be presumed guilty until they are proved innocent.”

  • George Orwell

Musical alternative to the morning’s radio news

Abide with me | Sung by the choir of King’s College, Cambridge.

Link

Music for Armistice Day. I’m not a religious person, but I do think the Anglicans have terrific hymns. This is one of them.


Long read of the Day

 The cheap pen that changed writing forever

An irresistible essay if, like me, you’re fascinated by the tools we use to write.


A vaccine will provide an interesting test of the power (or lack thereof) of social media

Very thoughtful Covid Diary post by David Vincent:

A succession of studies during the pandemic have described the scale of the anti-vax movement and the strength of its online presence (see also posts on July 7, July 15, August 11). Politico reports a Eurobarometer survey stating that nearly half of Europeans believe that vaccines are a danger to health. Last month The Lancet carried a story based on a study made by the Centre for Countering Digital Hate. It found that one in six British people were unlikely to agree to being vaccinated, and a similar proportion were undecided. Traffic on social media was growing. Globally, 31 million people followed anti-vaccine groups on Facebook and 17 million were subscribing to similar accounts on YouTube. A more parochial investigation of Totness published this week in the Guardian, found a thriving Facebook community opposed to face masks, lockdown, and vaccination.

It might be argued that such surveys do not matter. Despite the Pfizer breakthrough, there is no vaccine available today, no real-life decision to make. Opinion is bound to change once there is a call from the GP surgery. The question is what the take-up will then be, given that the online anti-vax movement is evidently capable to responding negatively to any claimed medical advance. It needs to be somewhere near 95% fully to eradicate the virus.

The issue constitutes an interesting case history for the capacity of digital communication to shape private behaviour. There is a tendency in the critical literature to assume that networked messages have a direct effect on the actions of those who receive them. That is what power means. The fertility of the conspiracies, the scale of the readership and of the investment in them by advertisers, lead to the expectation that consumers will do things they otherwise would not do if they relied solely on more traditional forms of communication.

In this instance the online-messaging will compete with conventional newspaper, radio and television outlets which at least in Britain are united in their support of the scientific breakthrough, even though some opponents are finding their way onto chat shows. For all the damage caused to the standing of politicians and administrators during the pandemic, medical researchers retain authority. The roll-out of the vaccine will start with care-home residents, who are unlikely to be spending their enclosed days following Facebook conspiracy theories, and with eighty-year-olds in the community who will not share the online-habits of eighteen year-olds. Then there are the opinions of close friends and relatives whose views you respect and whose respect you do not want to lose.

I dare not contemplate the response were I to tell my children that I have decided to let nature take its course.

Typically astute post. I agree with him that the vaccine will be an interesting test case. People say all kinds of misleading and/or daft things to the poor wretches who work for polling companies. But I’m willing to bet that if proof of vaccination becomes the criterion deciding whether you can legally resume some semblance of ‘normal’ life, then there will be few refuseniks.

See also David’s elegant riposte to Milord Sumption who, in his Cambridge Freshfields Lecture of October 27, denounced the political response to the pandemic as “the most significant interference with personal freedom in the history of our country.”

For some reason, I always think of Lord Sumption as Lord Sumptuous. He reminds me of a cat which has not only swallowed the cream, but has also obtained a controlling interest in United Dairies. As David observes, he is “a wearer of power braces, a man with a high regard for both his principles and his intellect.”


The technological is now geopolitical

Here’s Steve Blank on “The Chip Wars of the 21st Century” in the Texas National Security Review:

Controlling advanced chip manufacturing in the 21st century may well prove to be like controlling the oil supply in the 20th. The country that controls this manufacturing can throttle the military and economic power of others. The United States recently did this to China by limiting Huawei’s ability to outsource its in-house chip designs for manufacture by Taiwan Semiconductor Manufacturing Company (TSMC), a Taiwanese chip foundry. China may respond and escalate via one of its many agile strategic options short of war, perhaps succeeding in coercing the foundry to stop making chips for American companies. If negotiations fail, China might take drastic measures, turning the tables on the United States. On the more modest end of the spectrum, China might start some type of trade war with Taiwan to ensure access, following the playbook Beijing used to coerce Korea over Terminal High Altitude Area Defense (THAAD) or Australia over its recent decision to lead a call for investigating the origins of the novel coronavirus. On the more extreme end, these Taiwanese chip foundries might be subject to an aggressive campaign of sabotage. And even though observers of the region might downplay the risk, it is not impossible that this could be used as a part of a casus belli for China’s long-held desire to reunify by force. Such is the importance of chips in this era.

Either way, Washington should be worried. If the United States were to be deprived of access to these foundries, the U.S. defense and consumer electronics industries would be set back for at least five years. Moreover, because China is investing in its own chip foundries, it could become the world leader in technology for the next decade or more. That’s why it was encouraging to see Republicans and Democrats in the House and Senate propose $25 billion to help America’s semiconductor industry. But this should only be the start…

Interesting essay. It would have been even more worrying if Trump had won. The big question is whether US pressure on the Chinese tech companies could eventually lead China to move on Taiwan. Unlikely, still, but…  


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Tuesday 10 November, 2020

The bike shed at the Computer Lab, with a storm coming.


Quote of the Day

”People ask me why I ride with my bottom in the air. Well, I’ve got to put it somewhere.”

  • Lester Piggott, Champion Jockey 11 times.

Musical alternative to the radio news of the day

Gillian Welch and Dave Rawlings | By the Mark

Link

I’d never heard of this duo until this morning, where there was an interesting piece about them in the New York Times. So I went onto YouTube and what do you know?


What Jonty did next

My friend (and former BBC Business reporter and Wolfson Press Fellow) has a new blog. If you want an informed source on the implications of Brexit for the economy, then Jonty’s your man.  


Long read of the Day

Ink-Stained Wretches: The Battle for the Soul of Digital Freedom Taking Place Inside Your Printer.

Wonderful essay by Cory Doctorow on how a legion of tech grifters, led by HP, turned printer ink into liquid gold. The basic idea is to ensure that the customer of a ‘smart’ device never actually gets to own — or control, or repair — it.

Here’s the opener…

Since its founding in the 1930s, Hewlett-Packard has been synonymous with innovation, and many’s the engineer who had cause to praise its workhorse oscillators, minicomputers, servers, and PCs. But since the turn of this century, the company’s changed its name to HP and its focus to sleazy ways to part unhappy printer owners from their money. Printer companies have long excelled at this dishonorable practice, but HP is truly an innovator, the industry-leading Darth Vader of sleaze, always ready to strong-arm you into a “deal” and then alter it later to tilt things even further to its advantage.

The company’s just beat its own record, converting its “Free ink for life” plan into a “Pay us $0.99 every month for the rest of your life or your printer stops working” plan…

Enjoy it. Nobody does this stuff better than Cory.

(It also provides a justification for my decision never, ever, to buy an ink-jet printer.)


The Efficient Markets Hypothesis

“The efficient-market hypothesis (EMH)”, says Wikipedia, “is a hypothesis in financial economics that states that asset prices reflect all available information. A direct implication is that it is impossible to “beat the market” consistently on a risk-adjusted basis since market prices should only react to new information.” It goes on to point out that since risk adjustment is central to the EMH, and yet the EMH does not specify a model of risk, the EMH is therefore untestable. But that doesn’t stop people believing it.

So the old jibe about economics being “the dismal science” is only partly accurate: it is dismal, but it ain’t science. As Karl Popper could have told you 50 years ago.


Brexit contradictions

A while back Michael Gove said that up to 50,000 people may be needed to manage the paperwork for the borders of the newly-‘liberated’ UK. This prompted George Packer and Daniel Thomas to observe (in the FT) that “By the time Britain exits the transition period, the private sector may have hired four times more people to fill in customs forms than the 12,000 people working as fishermen in the U.K. — the industry that is supposedly one of the big beneficiaries of Brexit.”

You couldn’t make this up. Unless you lived in Britain.


Other, hopefully interesting, links.

  • Betty Dodson, Women’s Guru of Self-Pleasure, Dies at 91. If ever a woman deserved a great obituary, she did. And now she’s got it: Link
  • New York Times Hits 7 Million Subscribers as Digital Revenue Rises. Link
  • The perfect tan corduroy suit. A meditation on Robert Redford in All The President’s Men. Link

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Monday 9 November, 2020


Quote of the Day

”To see what is in front of one’s nose requires a constant struggle.”

  • George Orwell

Musical replacement for the morning’s radio news

Pete Seeger – This Land is Your Land

Link

Just right for today. Thanks to Janet Cobb for suggesting it.


Long read of the Day

The town that went feral Wonderful review essay by Patrick Blanchfield on A Libertarian Walks Into a Bear: The Utopian Plot to Liberate an American Town (and Some Bears) by Matthew Hongoltz-Hetling. Raises the question of how often it happens that a review is almost better than the book — thought in this case the book seems pretty good too. The resulting enjoyment is an emergent property of the book+review system.

Thanks to Alina Utrata for alerting me to it.


Joe Biden and me

Yesterday’s post about the fact that Joe Biden’s ancestors came from Ballina, the town where I was born, prompted a flow of satirical comments in the WhatsApp channel of my extended family across the Irish Sea. The one I enjoyed most was this:


Trump may be leaving the White House, but he will always be with us. Alas.

Anne Applebaum explains:

While you watch Donald Trump’s presidency stagger to its ugly end, always keep in mind how it began: Trump entered the political world on the back of the “birther” conspiracy theory, a movement whose importance was massively underestimated at the time. Aside from its racist undertones, think about what a belief in birtherism really implied. If you doubted that Barack Obama was born in the United States—and about a third of Americans did, including 72 percent of registered Republicans—then that meant you also believed that Obama was an illegitimate president. That meant, in other words, you believed that everyone—the entire American political, judicial, and media establishment, including the White House and Congress, the federal courts and the FBI, all of them—was complicit in a gigantic plot to swindle the public into accepting this false commander in chief. A third of Americans had so little faith in American democracy, broadly defined, they were willing to think that Obama’s entire presidency was a fraud.

That third of Americans went on to become Trump’s base. Over four years, they continued to applaud him, no matter what he did, not because they necessarily believed everything he said, but often because they didn’t believe anything at all. If everything is a scam, who cares if the president is a serial liar? If all American politicians are corrupt, then so what if the president is too? If everyone has always broken the rules, then why can’t he do that too?

Applebaum’s argument is that while Trump’s current behaviour may seem pathetic or oathologically erratic, it is in fact part of a longer-term strategy:

Even if Trump is forced to make a grudging concession speech, even if Biden is sworn in as president on January 20, even if the Trump family is forced to pack its Louis Vuitton suitcases and flee to Mar-a-Lago, it is in Trump’s interest, and a part of the Republican Party’s interest, to maintain the fiction that the election was stolen. That’s because the same base, the base that distrusts American democracy, could still be extremely useful to Trump, as well as to the Republican Party, in years to come.

Certainly these voters can be used to discredit and demean Biden’s presidency. Just as Trump once helped convince millions of Americans that Obama was illegitimate, so he will now seek to convince Americans that Biden is illegitimate…

Sorry to make you choke on your muesli, but there might be something in this.


On the first news of a possible vaccine, what happens?

First, Pfizer makes the announcement. Then,

Zoom shares fall like a stone.


Other, possibly interesting, links

  • Zoom lied to users about end-to-end encryption for years, FTC says. Democrats blast FTC/Zoom settlement because users won’t get compensation.Link

  • Biden has a plan for tackling Covid-19. Link. Trouble is, he doesn’t yet have any authority to act.

  • Danny Kuo’s Staircase. How to build storage vertically. Clever and functional. Link


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Sunday 8 November, 2020


Quote of the Day

“Faith may be defined briefly as an illogical belief in the occurrence of the improbable.”

  • H.L. Mencken

Musical alternative to the morning’s radio news

Blackbird | Sharon Shannon | 2011

Link

Nobody who’s been to a Sharon Shannon concert will ever make the mistake of thinking that an accordion is merely a squeeze-box.


The sweet-bitter moment

Don’t get me wrong: I’m delighted — and relieved — that Joe Biden won. But I’m also afraid that his Presidency might be just a brief interlude in an inexorable downhill slide towards autocracy because he’ll be governing a polity that is fundamentally broken, and he will lack the levers needed to reverse the slide. It’s the sheer narrowness of his win that’s so alarming. 48m Americans voted for Trump. And this time they did not have the excuse that they didn’t know what he was like, or what he stood for.

1 But first, the sweet side of all this. Joe Biden and I have two things in common. The first is that we both hail from the same town in Ireland — Ballina in Co Mayo although his connections go back some distance in time — to the Great Famine of the 1850s in fact. His great-great-great grandfather, Edward Blewitt, had been a surveyor who had worked on the Ordnance Survey and, during the extremes of the famine, was employed to run schemes for alleviating the plight of the poor in the district. But eventually, dismayed by the futility of the exercise, he emigrated to the US and set himself up as a land-surveyor in Scranton, Pennsylvania. He died there, 20 years after he had left Ballina. The rest is now history. (Biden was born in Scranton.)

I was born in Ballina in 1946, and lots of my extended family still live there and thereabouts. Rightly, this momentous event is largely unrecorded — unlike the birth, two years earlier, of Mary Bourke who — as Mary Robinson — became Ireland’s first woman President (and who I met when Cambridge was the first university to give her an honorary degree after she became President. She and I had a very funny conversation about Ballina at a tea-party after the degree ceremony, but that’s a story for another time.) So I look forward to the moment when those two Presidents — one former, the other new, finally get to meet.

The other thing we have in common is that we both love the poetry of Seamus Heaney. During the campaign, Biden remembered the appositeness of Heaney’s great poem, The Cure at Troy. Here’s a snatch of him reading from it:

Link

2 Now the bitter side. Unless something unexpected happens — for example, the Democrats managing to scrape a majority together in the Senate — Biden will be completely hamstrung by Mitch McConnell. Not a single piece of significant legislation will make it onto the Statute Book. It will be like Obama all over again — although the mood music will be very different.

But the most worrying thing is the number of people who voted for Trump, and what they might represent for the future.


Robert Fisk (RIP): Meeting Osama bin Laden

A nice reminder of a great journalist:

One hot evening in late June 1996, the telephone on my desk in Beirut rang with one of the more extraordinary messages I was to receive as a foreign correspondent. “Mr Robert, a friend you met in Sudan wants to see you,” said a voice in English but with an Arabic accent. At first I thought he meant another man, whose name I suggested. “No, no, Mr Robert, I mean the man you interviewed. Do you understand?” Yes, I understood. And where could I meet this man? “The place where he is now,” came the reply. I knew that Bin Laden was rumoured to have returned to Afghanistan but there was no confirmation of this. So how do I reach him? I asked. “Go to Jalalabad – you will be contacted.”

A month later. “CLACK-CLACK-CLACK.” It was as if someone was attacking my head with an ice-pick. “CLACK-CLACK-CLACK-CLACK-CLACK-CLACK-CLACK.” I sat up. Someone was banging a set of car keys against the window of my room in the Spinghar Hotel. “Misssster Robert,” a voice whispered urgently. “Misssster Robert.” He hissed the word “Mister.” Yes, yes, I’m here. “Please come downstairs, there is someone to see you.” It registered only slowly that the man must have climbed the ancient fire escape to reach the window of my room. I dressed, grabbed a coat – I had a feeling we might travel in the night – and almost forgot my old Nikon. I walked as calmly as I could past the reception desk and out into the early afternoon heat…

Great read.


Fox News to Trump: “You’re fired!”

Nice column by Jack Shafer.

The fractures were there from the start. Trump insisted on wearing the pants in the family, and when supplication didn’t flow from Fox News Channel he would make eyes at OAN and Newsmax, which rankled Murdoch. Trump also demands loyalty for the pleasure of his intimacies, and Murdoch couldn’t abide. He has famously called Trump a “phony“ and “fucking idiot,” and as early as the summer of 2017 was not deterring his many journalistic outlets from sniping at Trump and his family. One of the biggest anti-Trump stories, about the president’s mistresses, was broken by Murdoch’s Wall Street Journal, and Fox’s Chris Wallace bedeviled the president during the reelection campaign with a slashing interview.

The final cause for separation, if you want to call it that, came on Election Night, when Fox became the first to call Arizona for Joe Biden, the New York Times reported, prompting Jared Kushner to contact Rupert Murdoch and a Trump aide to demand a retraction. For the Trump team, this had to be a bigger betrayal than finding Rupert in bed with Bernie Sanders. As liberals blinked hard in astonishment and began discovering a sudden, unfamiliar respect for Fox over its projection, there wasn’t much marriage left to save. Trump and Fox had only the details of the split to resolve.

Trump was useful to Murdoch and Fox for a while. Now he isn’t.


The ‘Crown Consultancy’ idea: stop outsourcing thinking

From the FT…

Boris Johnson’s government is quietly working on creating its own in-house consultancy arm — dubbed “Crown Consultancy” — to cut its dependence on high-charging private sector firms.

The idea, driven by efficiency minister Theodore Agnew and championed by Downing Street adviser Dominic Cummings, would bring bright civil servants and graduates together in a new division to improve delivering policies across Whitehall.

There’s a lot of reliance on consultancies,” said one official close to the project. “It would be sensible to look at what we can do internally, rather than externally.”

There have long been concerns over the spiralling costs spent on consultants by the government. According to the research firm Tussell the UK government spent £2.6bn on just eight consultancies between 2016 and 2020. These were: the UK firms PwC, KPMG, Deloitte, EY and PA Consulting; the US firms McKinsey, Bain, and Boston Consulting Group. Once, when I was working on a small consultancy gig in Whitehall, I was in the same office as a group of ‘consultants’ from one of the big firms. They had been drafted in at short notice because one of the Department’s junior ministers was pathologically unable to sign off any proposal unless he could cover his ass by having it vetted beforehand by one of the big consulting firms. They sent in a bunch of fresh-faced graduates who seemed to know very little about government. These kids beavered away for a week, mostly just interviewing the civil servants involved in the decision, and then wrote up the interviews into a ‘report’ (no doubt accompanied by a slide deck). They were billed at £2,500 per day, which in those days was real money. The whole thing was clearly an established kind of racket: the firms were security blankets for ministers — and, sometimes, for civil servants. For the firms, the government was the gift that kept on giving.

The FT piece has a nice quote, which rings true to me:

Lord Agnew, a former businessman now based in the Cabinet Office, last month claimed in a leaked letter that Whitehall had been “infantilised” by “an unacceptable” reliance on expensive consultants.

Precisely. This is just about the only thing on which Dominic Cummings and I agree.


The gig economy is here to stay. Now let’s humanise it

This morning’s Observer column.

the gig economy might provide a useful case study. At the moment, most of the challenges to platform-based enterprises such as Uber and Deliveroo have involved trying to shoehorn them into legal frameworks that were designed for a pre-platform age. This is a piecemeal approach that has so far produced erratic results. In February, for example, a French court ruled that a Deliveroo courier should be treated as an employee rather than a contractor. In September, Spain’s supreme court made a similar ruling about another delivery startup, Glovo, after lower courts had made a series of contradictory rulings.

We can’t go on like this. A better way of thinking about it would be to recognise that we’re in a position analogous to that of Britain in the 1830s and 1840s when parliament passed the Factory Acts to regulate the conditions of novel kinds of employment as the Industrial Revolution roared ahead. The Factories Act of 1847, for example, colloquially known as the 10 Hours Act, met a long-standing demand by mill workers for a 10-hour day. Other legislation regulated the use of child labour and other practices.

We need that kind of comprehensive approach to the gig economy because, as other kinds of employment get automated away, it will be what provides employment for an increasing number of people (just as the factories of industrialising Britain provided jobs for people coming off the land)…


Other, possibly interesting, links

  • Books to read in lockdown. From the Irish Times Link
  • QAnon Followers Frustrated After Q Calls For Respecting Election Results, Uniting Behind Biden. Yes, you read that correctly. But remember, it’s from The Onion. Link.

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Saturday 7 November, 2020

Well, well, look who broke the news

Never thought I’d see this — especially on this channel.


Saturday 7 November

Quote of the Day

“Revolutions are celebrated when they are no longer dangerous”

  • Pierre Boulez

Musical alternative to the morning’s radio news

Boccherini: String Quintet in C, Op.30 No.6

Link

From the soundtrack of Master and Commander


Long read of the Day

Fabulous essay by Ben Ehrenreich. He uses the pandemic as a jumping-off point for a dive into the work of Joseph Tainter, the pre-eminent scholar of civilisational collapse.


The ‘Social Dilemma’ and the Prodigal techbro

Sheila Hayman (Whom God Preserve) has been watching The Social Dilemma and is Not Impressed:

So we come to ‘The Social Dilemma’, which after telling us the same thing for ninety minutes (‘They want you to stay online! They’ve figured out how to do it! That’s how they make their money!’ Really? Well, blow me down…) follows recent convention in using the credits to revisit the various interviewees for an informal moment; in this case, asking them for their suggested solution.

And, with the slightly ironic exception of the fabulous Jaron Lanier, every single one of these highly educated, scarily motormouthed and clearly very concerned people, all of whom have evidently thought of little else ever since switching sides — every single one of them could think of no answer beyond, ‘Do less social media’. In various forms: ‘Turn off notifications’, ‘Don’t let your children have smartphones’, ‘Delete your accounts’ — but all with the same message of doing less — even less — than you do already.

I waited and waited for somebody to say: ‘Build something! Plant something! Teach, or learn something. Grow something, or demolish something. Bake, boil, or broil something, Start a movement, or join one somebody else has started. Better yet, find out what’s right under your nose that needs your attention. Read with schoolkids. Spend a day digging stones and stumps out of an abandoned building plot. Take a hot meal to an isolated older person — you never know, their eighty-five years may have taught them something you could learn from.’

But nobody did…

As I read this literary Exocet, what came to mind was Maria Farrell’s splendid blast about the current epidemic of what one might call Innovator’s Remorse, when guys (and, let’s face it, they’re always male) who obeyed the Zuckerberg call to “Move Fast and Break Things” (and in some cases made a tidy pile in the process) — but who then, one day, had their personal ephiphanies and became remorseful for all the damage they had inadvertently done.

Here’s a snippet from Maria’s “The Prodigal Techbro” that conveys the message succinctly:

The Prodigal Son is a New Testament parable about two sons. One stays home to work the farm. The other cashes in his inheritance and gambles it away. When the gambler comes home, his father slaughters the fattened calf to celebrate, leaving the virtuous, hard-working brother to complain that all these years he wasn’t even given a small goat to share with his friends. His father replies that the prodigal son ‘was dead, now he’s alive; lost, now he’s found’. Cue party streamers. It’s a touching story of redemption, with a massive payload of moral hazard. It’s about coming home, saying sorry, being joyfully forgiven and starting again. Most of us would love to star in it, but few of us will be given the chance.

The Prodigal Tech Bro is a similar story, about tech executives who experience a sort of religious awakening. They suddenly see their former employers as toxic, and reinvent themselves as experts on taming the tech giants. They were lost and are now found. They are warmly welcomed home to the center of our discourse with invitations to write opeds for major newspapers, for think tank funding, book deals and TED talks. These guys – and yes, they are all guys – are generally thoughtful and well-meaning, and I wish them well. But I question why they seize so much attention and are awarded scarce resources, and why they’re given not just a second chance, but also the mantle of moral and expert authority.

I’m glad that Roger McNamee, the early Facebook investor, has testified to the U.S. Congress about Facebook’s wildly self-interested near-silence about its amplification of Russian disinformation during the 2016 presidential election. I’m thrilled that Google’s ex-‘design ethicist’, Tristan Harris, “the closest thing Silicon Valley has to a conscience,“(startlingly faint praise) now runs a Center for Humane Technology, exposing the mind-hacking tricks of his former employer. I even spoke — critically but, I hope, warmly — at the book launch of James Williams, another ex-Googler turned attention evangelist, who “co-founded the movement”of awareness of designed-in addiction. I wish all these guys well. I also wish that the many, exhausted activists who didn’t take money from Google or Facebook could have even a quarter of the attention, status and authority the Prodigal Techbro assumes is his birth-right.

Today, when the tide of public opinion on Big Tech is finally turning, the brothers (and sisters) who worked hard in the field all those years aren’t even invited to the party. No fattened calf for you, my all but unemployable tech activist. The moral hazard is clear; why would anyone do the right thing from the beginning when they can take the money, have their fun, and then, when the wind changes, convert their status and relative wealth into special pleading and a whole new career?

And, also, why would any of us take advice from these dudes about what should be done to bring the tech companies under democratic control?


More on ‘suppression’ vs elimination of Covid-19

One of our (Wolfson College’s) former Press Fellows, Nic Stuart, read Tim Harford’s blog post about the arguments in the UK about how to deal with the pandemic and sent me some interesting reflections on what’s happening in the Australian state of Victoria:

Poor procedure and a lack of infection control had seen the case load explode out of the hotels where people returning from overseas had been quarantined; Covid had escaped into the community and was reproducing exponentially. It seemed as if the genie was out of the bottle.

The state’s Labor Premier, Dan Andrews, attempted first to lock-down in nine large Housing Commission flats, later extending this ring to other nearby areas. Unsurprisingly this attempt failed because the restrictions were one step behind the escaping virus.

Then he bit the bullet and closed the state. Seriously. Cops on the beat; the army in the streets; telephoning people meant to be quarantining at random hours to check they were where they said they were; nobody other than those preforming vital services allowed to go to work.

As of yesterday Victoria had gone nine straight days without the disease spreading by community transmission.

New South Wales has, however, adopted suppression as a strategy. Along with detailed contact tracing this has served to dramatically slow the spread to (about) five a day, but there’s no end in sight to this.

As a result, people are warming, significantly, to elimination.

I’ve just checked the population of Victoria. It’s 6.28 million, i.e. roughly a tenth of the UK’s population. The problem (for Britain) is that a proper lockdown of the kind achieved in Victoria isn’t feasible in such a populous country.


Other, possibly interesting, links

  • Hockney On Photography. Lovely film. Wish I’d known about it years ago. Link
  • It Looks Like Nigel Farage Just Lost a £10,000 Bet On the US Election. I hope that’s true. He put £10k on Trump to win. Wonder what odds he got. Couldn’t happen to a nastier guy. Link


This blog is also available as a daily email. If you think this might suit you better, why not subscribe? One email a day, delivered to your inbox at 7am UK time. It’s free, and there’s a one-click unsubscribe if your decide that your inbox is full enough already!